See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,841 | $101,724+47.3% | $164,813-9.1% | $80,856+85.3% |
| Participation rate | 97.6% | 71.8%+25.8pp | 78.6%+19.0pp | 67.6%+30.0pp |
| Annual return | 11.02% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,304 | $2,953+11.9% | $4,341-23.9% | $2,755+19.9% |
| Participant deferral / active EE | $5,613 | $4,477+25.4% | $6,031-6.9% | $4,296+30.7% |
| Admin fee / account holder | $26,587 | $8,227+223.2% | $12,690+109.5% | $6,918+284.3% |